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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $130,947 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $54,077 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,981 | $72,303-41.9% | $86,698-51.6% | $64,819-35.2% |
| Participation rate | 87.7% | 80.4%+7.3pp | 76.6%+11.1pp | 71.5%+16.3pp |
| Annual return | -17.66% | 392.77%-410.4pp | 35.95%-53.6pp | 32.84%-50.5pp |
| Employer contribution / active EE | $2,830 | $2,393+18.3% | $2,837-0.2% | $2,507+12.9% |
| Participant deferral / active EE | $5,543 | $4,660+19.0% | $4,656+19.0% | $4,311+28.6% |
| Admin fee / account holder | $143 | $174-17.7% | $7,493-98.1% | $188-23.8% |